-18.5%
RCI vs VT
+59.8%
-78.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.1% | -3.3% | -2.6% |
| 7D | -4.5% | -0.7% | -3.8% | -4.3% |
| 30D | +10.5% | -1.7% | +12.3% | +11.2% |
| 3M | -5.5% | -2.3% | -3.2% | -4.7% |
| 6M | -7.8% | +1.5% | -9.3% | -8.9% |
| YTD | -9.9% | +12.0% | -22.0% | -15.4% |
| 1Y | -10.9% | +12.9% | -23.8% | -16.7% |
| 3Y | -10.6% | +74.9% | -85.6% | -34.8% |
| 5Y | -18.5% | +59.9% | -78.4% | -40.5% |
| All | -18.5% | +59.8% | -78.3% | -40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling